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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
1201
CFS Investment Advisory Services
New Jersey
$503K -$1.78K -13 -0.4%
FNBOMD
1202
First National Bank of Mount Dora
Florida
$502K +$4.92K +36 +1%
ALAM
1203
Asahi Life Asset Management
Japan
$499K +$472K +3,454 New
AAS
1204
Ameritas Advisory Services
Nebraska
$499K +$138K +1,012 +42%
RZH
1205
Relyea Zuckerberg Hanson
Connecticut
$497K +$22.8K +167 +5%
PPW
1206
Parcion Private Wealth
Washington
$496K +$7.79K +57 +2%
CIM
1207
Cambria Investment Management
California
$494K +$467K +3,413 New
JF
1208
JMN Financial
Ohio
$493K +$10.4K +76 +2%
MAM
1209
Mystic Asset Management
Rhode Island
$492K -$2.73K -20 -0.6%
WAP
1210
Wealthcare Advisory Partners
Pennsylvania
$491K +$33.2K +243 +8%
TW
1211
TritonPoint Wealth
Maryland
$490K -$28.2K -206 -6%
HCMG
1212
Howard Capital Management Group
California
$490K – – –
BFWM
1213
Bright Futures Wealth Management
New York
$489K – – –
WAU
1214
Wellington-Altus USA
Manitoba, Canada
$488K -$13.8K -101 -2%
MIC
1215
Meridian Investment Counsel
California
$487K +$22.6K +165 +5%
SW
1216
SteelPeak Wealth
California
$486K -$7.25K -53 -2%
BCG
1217
Breakwater Capital Group
New Jersey
$485K +$1.09K +8 +0.2%
FCIM
1218
Fairview Capital Investment Management
California
$485K +$19K +139 +4%
IP
1219
Ignite Planners
California
$483K +$32K +234 +8%
SQA
1220
Simon Quick Advisors
New Jersey
$483K +$71.4K +522 +19%
SA
1221
Sovran Advisors
California
$483K -$182K -1,329 -30%
CBA
1222
Coastal Bridge Advisors
Connecticut
$483K -$30.8K -225 -6%
AG
1223
AlTi Global
New York
$482K +$23.8K +174 +6%
RMDI
1224
R.M. Davis Inc
Maine
$482K -$19.3K -141 -4%
SP
1225
SmartHarvest Portfolios
Washington
$480K +$112K +818 +33%
47 48
49
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